Every document in its place.
Keep original statements and bills organised by source and month.
Know what came in.
Know what’s going out.
Bank statements, Zomato and Swiggy settlements, vendor bills and salary payments. One place to keep the records and check that they match.
Open your cashbookUse your Needo account. Accountants can sign in with their invited mobile number.
Follow the money.
Connect receipts and payments to the amounts you expected.
Ready for your accountant.
Review categories and ledger names, then export a clear working file.